Latest news with #Datadog
CNBC
a day ago
- Business
- CNBC
These stocks can benefit the most from lower oil prices, says Jefferies
Stocks that could win big if oil prices continue to slide include Advanced Micro Devices and Datadog , according to Jefferies. West Texas Intermediate crude oil prices have already taken a leg lower this year, down from around $80 per barrel in mid-January to around $68 today. Several factors have contributed to the weakness, including President Donald Trump's global tariff war and the decision from OPEC+ members to hike production. The trend is unlikely to reverse anytime soon, according to Jefferies, which wrote in a Thursday note that oil prices are likely to stay low for the time being. But although energy companies might take a hit, the firm believes stocks in some other sectors could actually win big. "In terms of the broader market implications, the [near-term] crude price softness — and potential stabilization at these levels — could serve as a tailwind for U.S. equities," the bank wrote. "Significant price corrections in WTI have tended to correspond with periods of EPS growth and share performance for several (potentially counter-intuitive) sectors: the tech complex and discretionary." In the same note, Jefferies included a list of stocks that could outperform on lower oil prices, including the following: Advanced Micro Devices shares have surged 30% this year, but the graphics processing unit manufacturer may have further upside. Last week, HSBC upgraded its rating to buy from hold. Analyst Frank Lee's target price of $200 per share, up from $100, is about 27% above Friday's close. "We upgrade to Buy as we believe the pricing premium is undervalued and there could be further upside to earnings driven by MI400 series launch in 2026," Lee wrote. "We now expect that upside to FY26e AI revenue will lead to higher re-rating to AMD that is not fully priced in by the market despite the 14% share price rally post its AI day event (12 June)." Datadog, up 1% this year, was another name that could win big, according to Jefferies. Wolfe Research agreed with this bullish take, upgrading the stock to an outperform rating from peer perform last month. "After attending DASH in NYC where the vibes were sky-high with AI announcements aplenty, we are here to say that we believe those turbulent times are in the rearview and this dog isn't just hunting again, it's feasting!" wrote analyst Alex Zukin. Zukin's $150 price target implies an upside of 3% from Datadog's Friday closing price. Jefferies also singled out Zscaler as a stock that could outperform on lower oil prices. Shares of the cybersecurity company have soared 60% in 2025. In June, Wells Fargo upgraded the stock to an overweight rating from equal weight. Analyst Andrew Nowinski's new price target of $385, up from $260, is around 33% above the stock's current trading price. As a catalyst, the analyst highlighted strong momentum in Zscaler's new and upsell business this fiscal year. Unscheduled billings growth should improve from here, while scheduled billings should become less of a headwind next year. "We believe this will provide the foundation for 20%+ billings growth in FY26, as these unscheduled billings will become part of the scheduled billings," Nowinski added.
Yahoo
4 days ago
- Business
- Yahoo
Datadog Versus Chronosphere Inside OpenAI
UBS analysts point out that OpenAI now runs Datadog (NASDAQ:DDOG) and privately held Chronosphere side by side to monitor its GPU workloads. While building an in?house tool seems unlikely, growing use of Chronosphere could squeeze Datadog's pricing power. Warning! GuruFocus has detected 3 Warning Sign with DDOG. Despite that risk, UBS kept a buy rating on Datadog and lifted its price target from 140 dollars to 165 dollars. The firm still expects mid 20 percent revenue growth and steady margins in the near term. Datadog's recent inclusion in the S&P 500 highlights its strong market momentum in observability. Even so, any shift in how OpenAI allocates spending between platforms may create pressure on fees. Investors will want to track usage trends closely. If volume gains outpace any customer migration, Datadog may enjoy a boost in revenue before any loss in share becomes meaningful. This article first appeared on GuruFocus. Sign in to access your portfolio
Yahoo
4 days ago
- Business
- Yahoo
Datadog Versus Chronosphere Inside OpenAI
UBS analysts point out that OpenAI now runs Datadog (NASDAQ:DDOG) and privately held Chronosphere side by side to monitor its GPU workloads. While building an in?house tool seems unlikely, growing use of Chronosphere could squeeze Datadog's pricing power. Warning! GuruFocus has detected 3 Warning Sign with DDOG. Despite that risk, UBS kept a buy rating on Datadog and lifted its price target from 140 dollars to 165 dollars. The firm still expects mid 20 percent revenue growth and steady margins in the near term. Datadog's recent inclusion in the S&P 500 highlights its strong market momentum in observability. Even so, any shift in how OpenAI allocates spending between platforms may create pressure on fees. Investors will want to track usage trends closely. If volume gains outpace any customer migration, Datadog may enjoy a boost in revenue before any loss in share becomes meaningful. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
4 days ago
- Business
- Yahoo
Loop Capital Maintains ‘Buy' Rating on Datadog, Inc. (DDOG); Raises PT
Given the company's popularity among hedge funds and the bullish sentiment surrounding it, Datadog, Inc. (NASDAQ:DDOG) makes it to our list of the Top 10 AI Infrastructure Stocks to Buy Now. Loop Capital increased its price target on Datadog, Inc. (NASDAQ:DDOG) from $160 to $200, maintaining a 'Buy' rating. The analyst attributed this to the expansion of DDOG's product portfolio and the growth of its total addressable market. Furthermore, the company's adoption of innovative tools like Flex Logs and its entry into enterprise AI-native clients were also cited as key growth drivers. The company's valuation is supported by its other strategic growth initiatives. On May 5, 2025, Datadog, Inc. (NASDAQ:DDOG) acquired Eppo, a feature flagging and experimentation platform, expanding its AI, Product Analytics, experimentation, and feature flag capabilities. Meanwhile, on June 10, 2025, the company disclosed its new capabilities in its log management portfolio, which will enable cost optimization at scale for organizations, also allowing them to meet tight data retention, auditability, and data residency requirements of regulated sectors. Having reported a 25% YoY increase in revenue and growth in its AI-native customer base, the company is poised for future growth with its ongoing strategic growth initiatives. Datadog, Inc. (NASDAQ:DDOG), a U.S.-based software company, offers AI-native observability, application monitoring, and cloud security tools through a SaaS-based data analytics platform. While we acknowledge the potential of DDOG as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 7 Best Stocks to Invest in for a Quick Return and 10 Best Cheap Stocks to Buy According to Billionaire Ray Dalio. Disclosure: None.
Techday NZ
5 days ago
- Business
- Techday NZ
Datadog launches Sydney AWS region to boost local compliance
Datadog has launched its full suite of products and services in the Amazon Web Services (AWS) Asia-Pacific (Sydney) Region, allowing Australian organisations to meet local privacy, security and data residency requirements. This expansion enables Datadog's customers and partners in Australia to store and process data within the country, with the capability designed to support compliance in highly regulated sectors including government, banking, healthcare, and higher education. Local capacity The addition of the AWS Sydney Region comes as Australian organisations are expected to increase their cloud spending significantly. Rob Thorne, Vice President for Asia-Pacific and Japan (APJ) at Datadog, outlined the scale of this investment: "Australian organisations are on track to spend nearly A$26.6 billion on public cloud services alone in 2025. For organisations in highly regulated industries, it isn't just the cloud provider that needs to have local data storage capacity – it should be all layers of the tech stack." The new local instance enables Datadog to deliver its observability and security platform with in-region data processing. This helps Australian organisations meet national requirements by ensuring that sensitive or regulated information remains within their borders. Cloud agnosticism Although the Datadog instance operates on AWS, its platform is designed to monitor infrastructures and applications running on any cloud provider, allowing flexibility for customers and partners across different deployment environments. The platform's expansion in Australia follows Datadog's existing regions in North America, Asia, and Europe, building on its strategy to offer monitoring and security capabilities tailored for local compliance demands. Commitment to Australia and New Zealand Yanbing Li, Chief Product Officer at Datadog, explained the significance of the development for the region. "This milestone reinforces Datadog's commitment to supporting the region's advanced digital capabilities - especially the Australian Government's ambition to make the country a leading digital economy. With strong momentum across public and private sectors, our investment enhances trust in Datadog's unified and cloud-agnostic observability and security platform, and positions us to meet the evolving needs of agencies and enterprises alike." In addition to the enhanced in-region capacity, the expansion is part of the company's wider strategy in Australia and New Zealand. Thorne stated, "This milestone reflects Datadog's priority to support these investments. It's the latest step in our expansion down under, and follows the continued addition of headcount to support our more than 1,100 A/NZ customers, as well as the recent appointments of Field CTO for APJ, Yadi Narayana, and Vice President of Commercial Sales for APJ, Adrian Towsey, to our leadership team." Supporting compliance The move to local data storage is intended to address increasing regulatory demands across various industries in Australia, where legislation often requires data related to citizens, clients, or patients to remain within national boundaries. Leveraging AWS in Sydney for its own systems, Datadog ensures that organisations can confidently meet legislative obligations without needing to change their cloud providers for core applications and infrastructure. Datadog's observability and security platform provides real-time monitoring across infrastructure, applications, and cloud environments. Its software integrates functions such as infrastructure monitoring, application performance management, log analytics, user experience monitoring, and security into a consolidated offering. Market context Australian organisations across sectors are accelerating digital transformation projects, with cloud adoption at the core of enterprise IT strategies. The establishment of in-country data handling by global cloud and SaaS providers addresses significant barriers related to regulation and local auditing requirements, especially for sectors that handle regulated or sensitive information. With local support, investment in staff, and alignment of its platform capabilities, Datadog aims to help customers and partners maintain compliance while adopting a range of public or private cloud technologies in line with their operational needs.
